Latest Institutional Transactions on Conocophillips (COP)
This table provides information on the latest institutional transactions involving Conocophillips (COP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
94New |
$8.94K - $10.8K
|
94
$8.85K
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.45K+ 80.44% |
$138K - $166K
|
3.25K
$306K
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-4- 0.11% |
$380 - $459
|
3.76K
$354K
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.16K- 11.82% |
$110K - $133K
|
8.62K
$812K
|
|
Jan 30, 2025
Q4 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
510+ 25.5% |
$48.5K - $58.5K
|
2.51K
$236K
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-44- 1.37% |
$4.19K - $5.05K
|
3.16K
$298K
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-28- 48.28% |
$2.66K - $3.21K
|
30
$2.82K
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
44New |
$4.19K - $5.05K
|
44
$4.14K
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
2.78KNew |
$265K - $319K
|
2.78K
$262K
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
3.57KNew |
$339K - $409K
|
3.57K
$336K
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
1.51KNew |
$144K - $173K
|
1.51K
$142K
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-12K- 52.9% |
$1.14M - $1.38M
|
10.7K
$1.01M
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
34New |
$3.23K - $3.9K
|
34
$3.2K
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-900- 20.23% |
$85.6K - $103K
|
3.55K
$334K
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
415+ 17.29% |
$39.5K - $47.6K
|
2.82K
$265K
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-40.5K- 99.04% |
$3.85M - $4.65M
|
391
$36.8K
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.05KNew |
$195K - $236K
|
2.05K
$193K
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
85+ 0.77% |
$8.09K - $9.75K
|
11.1K
$1.04M
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
153New |
$14.6K - $17.6K
|
153
$14.4K
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
259+ 11.39% |
$24.6K - $29.7K
|
2.53K
$239K
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-421- 5.82% |
$40K - $48.3K
|
6.81K
$642K
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
204New |
$19.4K - $23.4K
|
204
$19.2K
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
SELL
|
- |
-1.35K- 85.95% |
$128K - $154K
|
220
$20.7K
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
55+ 73.33% |
$5.23K - $6.31K
|
130
$12.2K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
361New |
$34.3K - $41.4K
|
361
$34K
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-98- 0.73% |
$9.32K - $11.2K
|
13.4K
$1.26M
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
26.4KNew |
$2.51M - $3.03M
|
26.4K
$2.49M
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
40+ 14.87% |
$3.8K - $4.59K
|
309
$29.1K
|
|
Jan 27, 2025
Q4 2024
|
Fractal Investments LLC
|
BUY
|
- |
892+ 24.78% |
$84.8K - $102K
|
4.49K
$423K
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
12.9KNew |
$1.22M - $1.48M
|
12.9K
$1.21M
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
2.13KNew |
$203K - $245K
|
2.13K
$201K
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-18- 0.85% |
$1.71K - $2.06K
|
2.11K
$198K
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-22- 29.33% |
$2.09K - $2.52K
|
53
$4.99K
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
3.34KNew |
$318K - $383K
|
3.34K
$315K
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-12- 10.53% |
$1.14K - $1.38K
|
102
$9.6K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
398New |
$37.9K - $45.7K
|
398
$37.5K
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
2.03KNew |
$193K - $233K
|
2.03K
$191K
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
267+ 12.98% |
$25.4K - $30.6K
|
2.32K
$219K
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
2.07KNew |
$197K - $238K
|
2.07K
$195K
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-37- 1.33% |
$3.52K - $4.24K
|
2.75K
$259K
|
|
Jan 23, 2025
Q4 2024
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-1.13K- 2.82% |
$107K - $130K
|
38.9K
$3.66M
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-168- 33.47% |
$16K - $19.3K
|
334
$31.4K
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
247New |
$23.5K - $28.3K
|
247
$23.3K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
876New |
$83.3K - $100K
|
876
$82.5K
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-165- 5.51% |
$15.7K - $18.9K
|
2.83K
$266K
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
8.49KNew |
$808K - $974K
|
8.49K
$800K
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-840- 92.31% |
$79.9K - $96.4K
|
70
$6.59K
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
4.19KNew |
$399K - $481K
|
4.19K
$395K
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
11+ 2.76% |
$1.05K - $1.26K
|
409
$38.5K
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
6.75K+ 51.42% |
$642K - $775K
|
19.9K
$1.87M
|